Managers of Wealth Americas

&Partners Adds Two More Wells Fargo Teams

David Kowach’s &Partners has recruited Gerardi Wealth Management and Arrowhead Private Wealth, with a combined $1.5 billion in pre-hire AUM, from his former firm.

Thryve Wealth Management Names Former Strive CIO as Co‑Founder and Chief Investment Officer

“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K

JP Morgan Private Bank Adds Andrew Portillo in Miami

Portillo is a lawyer specialized in tax and corporate law, with experience in local and international tax structuring for companies and family wealth

Adrian Edwards Promoted to Partner at MASECO Private Wealth

Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.

Raymond James Welcomes Virginia Advisor Managing Over $280 Million

Based in Virginia Beach, Virginia, Edwards arrives from UBS Financial Services where he managed over $280 million in client assets.

Carlos Rodríguez Aspirichaga Is the New Head of Citi Private Bank Mexico

Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico

National Bank shuffles executive ranks with new head of personal banking

Lévesque will also maintain oversight of technology and operations strategy for personal and commercial banking in her new role.

L1 Group CEO Peters to step down

Peters was appointed in December 2023 to succeed Andrew Clifford, who stepped down as CEO after five years.

BofA makes executive changes in technology and telecom investment banking teams, memo shows

Williams, who has about 30 years of experience in technology investment banking, has been with BofA for about two decades, with his previous experiences including vice chairman at UBS.

JP Morgan Asset Management investment trust head to retire

Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026

First Citizens Names Erin McCaskill as New Wealth Leader in Atlanta

Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.

Capitolis appoints MarketAxess veteran Richard Schiffman as new CPO

Schiffman's appointment as CPO follows the addition of Amol Naik as COO in May and last month's hire of global sales head Melanie Carucci.

360 Privacy Strengthens Board of Directors with Industry Veterans Wendy Bahr and Brian Murphy, Promotes Trinity Davis to Chief Security Officer

Strategic additions bring proven cybersecurity leadership and go-to-market expertise as company scales digital privacy solutions

Fiserv Announces Updates to Leadership Team and Board Refreshment

Gordon Nixon to Join Board of Directors as Independent Chairman of the Board; Gary Shedlin to Join Board as Audit Committee Chair; Céline Dufétel to Join Board as Independent Director

UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona

He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.

$4B Compound Planning Elevates Co-CEO as Sole Chief Executive

Alex Farman-Farmaian will lead Compound into its next phase of growth, as his co-CEO Christian Haigh transitions to executive chairman and president.

Pictet Asset Management appoints Benjamin Becker as Head of US ETF Distribution

Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.

Certuity Expands Institutional Wealth Platform with Appointment of Giuliano Celle as Managing Director, Head of Institutional Wealth

He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.

LPL Financial Welcomes Gentle Family Wealth Partners

He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.

Thryve Wealth Management Appoints Randol W. Curtis as Co-Founder and Chief Investment Officer

In this new role, Curtis will lead the investment platform serving Thryve’s wealth management business.

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